Investing-curious? Tips to smash your money goals

A fresh start New Year’s resolutions can be a cliché, with countless vows to lose weight, exercise more, or finally break that bad habit. Resolutions lead to disappointment, but goals lead to possibilities, so start this year by setting goals you can achieve, and money goals can pack a long-term, life changing punch. Setting goals for your money is the first step. Paying off your mortgage by December may not be realistic, but setting clear, achievable financial goals can provide long-term benefits, and offer a sense of control over your financial destiny. It’s a fresh new year and the possibilities are endless, so take a strong step into 2026 by planning for financial freedom. Don’t know where to start? We’ll talk you through why goal setting is so important, and then we’ll walk you through setting some realistic financial goals, using the tools in our handy Goal Setting Booklet. Are you ready to change your financial future? This content features an AI-generated voice for narration purposes. However, the article itself was thoughtfully created by the team at Milford to ensure accuracy and quality. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice